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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
726
Park Square Financial Group
Georgia
$90.4K +$85.2K +1,391 New
WWP
727
WR Wealth Planners
Missouri
$89.8K +$6.86K +112 +9%
IBOK
728
Independence Bank of Kentucky
Kentucky
$89.4K +$78.2K +1,278 +1,304%
HNB
729
Huntington National Bank
Ohio
$86.5K +$20.4K +334 +34%
VCM
730
Versant Capital Management
Arizona
$86.3K +$2.82K +46 +4%
CM
731
Caption Management
Oklahoma
$84.5K +$79.6K +1,300 New
OCM
732
Orion Capital Management
California
$84.5K +$79.6K +1,300 New
HCM
733
Hollencrest Capital Management
California
$84K – – –
CH
734
Cromwell Holdings
Wyoming
$82.9K – – –
AAP
735
Arax Advisory Partners
Colorado
$82.3K +$6K +98 +8%
GKIM
736
GW&K Investment Management
Massachusetts
$79K +$367 +6 +0.5%
PMAM
737
Picton Mahoney Asset Management
Ontario, Canada
$78K +$73.5K +1,200 New
BC
738
Bayforest Capital
United Kingdom
$75.5K +$71.1K +1,162 New
1IA
739
1620 Investment Advisors
Massachusetts
$74.8K -$3.67K -60 -5%
TPCW
740
TD Private Client Wealth
New York
$72.7K -$3.61K -59 -5%
CFFP
741
Center for Financial Planning
Michigan
$71.2K – – –
PTC
742
Private Trust Company
Ohio
$70.3K -$2.08K -34 -3%
ST
743
Smithfield Trust
Pennsylvania
$69K +$11.1K +181 +20%
PWA
744
Physician Wealth Advisors
Utah
$69K +$64.9K +1,061 New
HIA
745
Harbor Investment Advisory
Maryland
$63.9K – – –
GLF
746
Groupe la Francaise
France
$59.7K +$55.8K +912 New
PFBT
747
Parkside Financial Bank & Trust
Missouri
$58K -$306 -5 -0.6%
SS
748
SBI Securities
Japan
$57.4K +$54.1K +883 New
LOIP
749
Live Oak Investment Partners
Texas
$56K – – –
IA
750
IFP Advisors
Florida
$53.4K -$8.94K -146 -16%
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30
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